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Vanguard Utilities ETF
VPU

Overview Fund Activity

316 hedge funds and large institutions have $964M invested in Vanguard Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-18
Holders Change %
-5.39%
% of All Funds
6.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
34
Increased
101
Reduced
107
Closed
48
Calls
$3.1M
Puts
$4.9M
Net Calls
-$1.79M
Net Calls Change
-$3.83M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.3M
2
FIM
Freedom Investment Management
Connecticut
$21.7M
3
Bank of America
Bank of America
North Carolina
$62.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.13M
5
NWS
Newport Wealth Strategies
California
$4.57M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.5M
2
TF
TIAA FSB
Florida
$7.32M
3
AWM
AE Wealth Management
Kansas
$5.16M
4
SS
Simplicity Solutions
Minnesota
$4.31M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
176
IHT Wealth Management
Illinois
$341K -$52.1K -421 -13%
BWA
177
Beam Wealth Advisors
Louisiana
$326K -$321K -2,560 -50%
BRWM
178
B. Riley Wealth Management
Tennessee
$318K +$318K +2,568 New
NG
179
Northstar Group
New York
$309K -$61.8K -500 -17%
SB
180
Simmons Bank
Arkansas
$309K +$37.1K +300 +14%
RJT
181
Raymond James Trust
Florida
$307K +$307K +2,483 New
NIM
182
Northeast Investment Management
Massachusetts
$305K +$1.85K +15 +0.6%
EAM
183
Evanson Asset Management
California
$303K -$13.6K -110 -4%
PSF
184
Pacific Sun Financial
California
$294K – – –
PA
185
Parallel Advisors
California
$290K -$3.82K -31 -1%
MTC
186
Matrix Trust Company
Colorado
$283K -$22.6K -183 -7%
LNC
187
Lincoln National Corp
Pennsylvania
$282K -$18.2K -147 -6%
Neuberger Berman Group
188
Neuberger Berman Group
New York
$281K +$61.9K +500 +28%
OL
189
Optas LLC
Texas
$279K -$137K -1,106 -33%
DI
190
DAGCO Inc
Ohio
$278K +$14.2K +115 +5%
RVPG
191
Relative Value Partners Group
$268K – – –
WS
192
Wedbush Securities
California
$267K -$6.56K -53 -2%
NB
193
Northwest Bancshares
Pennsylvania
$266K – – –
MIM
194
Moseley Investment Management
Florida
$259K – – –
TFS
195
Thoroughbred Financial Services
Tennessee
$257K +$10.6K +86 +4%
IC
196
InterOcean Capital
Illinois
$251K +$251K +2,031 New
SWM
197
Selective Wealth Management
Virginia
$249K +$76K +615 +44%
SVWAG
198
Sound View Wealth Advisors Group
Georgia
$247K -$108K -874 -30%
JIC
199
Joel Isaacson & Co
New York
$247K – – –
PCIA
200
Prime Capital Investment Advisors
Kansas
$246K -$1.86K -15 -0.7%
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